Investment Club Support
The Puget Sound Chapter provides support to BetterInvesting clubs in a variety of ways. The following subject areas contain valuable information in an effort to keep our investment clubs running smoothly and profitably. Please let us know if you have any questions by contacting us at email@example.com.
Maintaining a Successful Investment Club (3/7/2020)
Members of the chapter’s board of directors presented ideas, based on years of experience at the club, chapter and national level. Topics discussed include:
* Member engagement and participation.
* New member recruitment
* Education topics and programs
* Effective meetings – agendas, minutes, managing discussion
* Stock watching and portfolio review methods
* Treasurer duties and handling partner withdrawals
* Keep it fun!
Presentation Handout 1pp color (pdf)
Presentation Handout 4 pp bw (pdf)
What Makes a Good Club (pdf)
Would you like a guest speaker at an upcoming meeting? Could your club benefit from a question-and-answer session with someone who's "been there"? Could your club use some help with any of these topics?:
Applying judgment to the Stock Selection Guide (SSG)?
Voting on portfolio decisions without upsetting other members?
A portfolio review – Is your portfolio diversified? How might you improve your club’s buy and sell decisions?
Club accounting and tax issues?
Partner withdrawals – Why transferring appreciated stock instead of cash is a win-win for everyone.
Finding small companies
Making use of BetterInvesting membership benefits
Assistance with SSG tools (Toolkit or BetterInvesting CoreSSG and SSGPlus)
Club visits from the experienced investors on our Board of Directors are one of the most amazing services the Puget Sound Chapter offers to its clubs. These are the terrific people who teach our classes, coordinate our annual Investors Education Conference, put together the Puget Soundings newsletter -- and make club visits free of charge! Every dues-paying club is eligible for one FREE club visit per calendar year with the volunteer presentation being 30 minutes to 1 hour.
The chapter has a club visit coordinator who will find the right person at the right time for the right subject matter. That volunteer will then contact you for the date, time and directions to your meeting, and particulars about the topics you wish to discuss.
Email firstname.lastname@example.org to arrange a club visit.
Let us know what topic(s) you would like the volunteer to discuss at your meeting.
Let us know where and when your meeting is held.
Let us know how to contact you for further information.
Our directors really enjoy making these club visits. And you will enjoy having them visit your club. Give it a try!
For a club located greater than 50 miles from the volunteer, we may ask for mileage reimbursement. Alternatively, perhaps we can set up a club visit by phone or an online meeting.
Would your club be interested in a class at your location on a mutually agreeable date and time?
Do you find that the Puget Sound Chapter class schedule doesn't fit your needs? Or does your club feel learning together as a group would be of great benefit to your members? If so, we can bring a class to your club!
You provide the classroom and a screen (or blank wall) and we'll provide the instructor, equipment and materials. We can teach one of our regular classes, or we can discuss customizing a class to meet your club's needs.
The fee is the same as our regular class schedule per student with a $200 minimum. If you wish, we can also publicize the class to BetterInvesting members in the area to build-up a larger class.
Contact our Education VP (email@example.com) for further information.
Club Contact FAQ
If you have questions about determining who your club contact currently is, how to change your club contact and other frequently asked questions, please see the atttached document or contact us at firstname.lastname@example.org
Please be sure that your club contact realizes that they will be the only one in the club receiving mailings and materials from the Chapter and that they should bring or forward copies of those items to the other members of the club.
Related Files : Club Contact FAQ
Club Anniversary Certificate Program
The Puget Sound Chapter recognizes clubs celebrating their incremental five year anniversaries. We believe reaching such a milestone is an achievement deserving recognition and congratulations from BetterInvesting. Home Office will be providing the Puget Sound Chapter a certificate for each investment club reaching this milestone.
A chapter representative will reach out to the club contact of each investment club celebrating this special anniversary to make arrangements for the certificate presentation. Please be sure to let us know of any change in contact information with regard to your club contact by sending an email to email@example.com
Thank you for being a BetterInvesting Club!